UnitedHealth Group Inc
UNH- 交易所
- NYSE
- 產業
- Hospital & Medical Service Plans
- SEC CIK
- 0000731766
近 90 天，UnitedHealth Group Inc 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 3,395 家機構在 13F 申報持有，市值合計 $3,251 億；H&H 國際投資、老虎環球等 3 位大師持有。
2024 年第 3 季 13F 持有人
UnitedHealth Group Inc 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,476
- 較 2024 年第 2 季 +111 家
- 持有股數
- 8.17 億
- 較 2024 年第 2 季 +8,117 萬 (+11.0%)
- 總市值
- $4,746 億
- 較 2024 年第 2 季 +$1,003 億 (+26.8%)
- 新進機構
- 241
- 另有 1,420 家加碼
- 清倉機構
- 130
- 另有 1,427 家減碼
另有 41 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UNH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,395 | $3,251 億 |
| 2026 年第 1 季 | 3,055 | $2,024 億 |
| 2025 年第 4 季 | 3,312 | $2,482 億 |
| 2025 年第 3 季 | 3,169 | $2,535 億 |
| 2025 年第 2 季 | 3,186 | $2,411 億 |
| 2025 年第 1 季 | 3,614 | $4,243 億 |
| 2024 年第 4 季 | 3,685 | $4,095 億 |
| 2024 年第 3 季 | 3,477 | $4,746 億 |
| 2024 年第 2 季 | 3,407 | $4,119 億 |
| 2024 年第 1 季 | 3,385 | $3,989 億 |
| 2023 年第 4 季 | 3,422 | $4,280 億 |
| 2023 年第 3 季 | 3,145 | $4,075 億 |
| 2023 年第 2 季 | 3,137 | $3,884 億 |
| 2023 年第 1 季 | 3,115 | $3,836 億 |
| 2022 年第 4 季 | 3,160 | $4,342 億 |
| 2022 年第 3 季 | 2,999 | $4,135 億 |
| 2022 年第 2 季 | 2,965 | $4,220 億 |
| 2022 年第 1 季 | 2,966 | $4,183 億 |
| 2021 年第 4 季 | 2,909 | $4,139 億 |
| 2021 年第 3 季 | 2,573 | $3,217 億 |
| 2021 年第 2 季 | 2,592 | $3,301 億 |
| 2021 年第 1 季 | 2,516 | $3,073 億 |
2024 年第 3 季持有機構
每家機構持有 UnitedHealth Group Inc 的股數、市值與佔組合比重；股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Invesco, LLC | 1,861 | $108.8 萬 | 0.43% | +240+14.8% | 加碼 |
| ABLE Financial Group, LLC | 1,862 | $108.8 萬 | 0.34% | −5−0.3% | 減碼 |
| Asset Advisors Investment Management, LLC | 1,863 | $108.9 萬 | 0.11% | −37−1.9% | 減碼 |
| LRT Capital Management, LLC | 1,863 | $108.9 萬 | 1.01% | +1,863 | 新進 |
| Franklin Street Advisors Inc | 1,865 | $109.0 萬 | 0.07% | −137−6.8% | 減碼 |
| Total Clarity Wealth Management, Inc. | 1,867 | $109.2 萬 | 0.35% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 1,869 | $109.3 萬 | 0.32% | +128+7.4% | 加碼 |
| ORG Partners LLC | 1,866 | $109.3 萬 | 0.17% | −624−25.1% | 減碼 |
| KFG Wealth Management, LLC | 1,874 | $109.6 萬 | 0.24% | +756+67.6% | 加碼 |
| Gouws Capital LLC | 1,876 | $109.7 萬 | 0.74% | 00.0% | 不變 |
| Smart Portfolios, LLC | 1,877 | $109.7 萬 | 1.12% | 00.0% | 不變 |
| Seven Mile Advisory | 1,877 | $109.7 萬 | 0.73% | +151+8.7% | 加碼 |
| PBMares Wealth Management LLC | 1,880 | $109.9 萬 | 0.23% | −8−0.4% | 減碼 |
| Aspire Private Capital, LLC | 1,881 | $110.0 萬 | 0.26% | +30+1.6% | 加碼 |
| IVC Wealth Advisors LLC | 1,887 | $110.3 萬 | 0.60% | −18−0.9% | 減碼 |
| Legacy Edge Advisors, LLC | 1,890 | $110.5 萬 | 0.18% | −49−2.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 1,894 | $110.8 萬 | 0.16% | +58+3.2% | 加碼 |
| Planning Capital Management Corp | 1,899 | $111.0 萬 | 0.74% | +660+53.3% | 加碼 |
| BluePath Capital Management, LLC | 1,900 | $111.1 萬 | 0.70% | +200+11.8% | 加碼 |
| LRI Investments, LLC | 18,558 | $111.4 萬 | 0.11% | +16,910+1,026.1% | 加碼 |
| Webster Bank, N. A. | 1,911 | $111.7 萬 | 0.12% | +177+10.2% | 加碼 |
| Davies Financial Advisors, Inc. | 1,912 | $111.8 萬 | 0.98% | −46−2.3% | 減碼 |
| Baron Wealth Management LLC | 1,923 | $112.4 萬 | 0.54% | +467+32.1% | 加碼 |
| Thrive Wealth Management, LLC | 1,924 | $112.5 萬 | 0.21% | +78+4.2% | 加碼 |
| Cito Capital Group, LLC | 1,926 | $112.6 萬 | 0.42% | −2,000−50.9% | 減碼 |
| 626 Financial, LLC | 1,932 | $113.0 萬 | 0.63% | −168−8.0% | 減碼 |
| First Financial Corp | 1,933 | $113.0 萬 | 0.54% | −28−1.4% | 減碼 |
| Founders Capital Management, LLC | 1,939 | $113.4 萬 | 0.20% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 1,940 | $113.4 萬 | 0.07% | +29+1.5% | 加碼 |
| Raleigh Capital Management Inc. | 1,940 | $113.4 萬 | 0.44% | +771+66.0% | 加碼 |
| WealthBridge Capital Management, LLC | 1,942 | $113.5 萬 | 0.33% | +576+42.2% | 加碼 |
| Baldwin Brothers Inc | 1,942 | $113.5 萬 | 0.08% | +361+22.8% | 加碼 |
| Chickasaw Capital Management LLC | 1,948 | $113.9 萬 | 0.05% | 00.0% | 不變 |
| Cardinal Capital Management, Inc. | 1,950 | $114.0 萬 | 0.05% | −28,551−93.6% | 減碼 |
| WealthTrust Axiom LLC | 1,959 | $114.5 萬 | 0.34% | 00.0% | 不變 |
| Clarity Financial LLC | 1,963 | $114.7 萬 | 0.13% | −388−16.5% | 減碼 |
| Cornerstone Wealth Management, LLC | 1,964 | $114.9 萬 | 0.08% | 00.0% | 不變 |
| United Advisor Group, LLC | 1,966 | $114.9 萬 | 0.26% | +754+62.2% | 加碼 |
| Arvest Bank Trust Division | 1,973 | $115.4 萬 | 0.07% | +1,973 | 新進 |
| Profit Investment Management, LLC | 1,974 | $115.4 萬 | 0.91% | 00.0% | 不變 |
| Patron Partners Advisors, LLC | 1,981 | $115.8 萬 | 0.64% | −24−1.2% | 減碼 |
| Sunburst Financial Group, LLC | 1,983 | $116.0 萬 | 0.29% | +37+1.9% | 加碼 |
| Capital Market Strategies LLC | 1,987 | $116.1 萬 | 0.70% | −4−0.2% | 減碼 |
| Consolidated Planning Corp | 1,988 | $116.2 萬 | 0.17% | −185−8.5% | 減碼 |
| First Commonwealth Financial Corp | 1,992 | $116.5 萬 | 0.28% | +23+1.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 2,000 | $116.9 萬 | 0.07% | 00.0% | 不變 |
| Monetta Financial Services Inc | 2,000 | $116.9 萬 | 1.00% | 00.0% | 不變 |
| Lumbard & Kellner, LLC | 2,000 | $116.9 萬 | 0.52% | 00.0% | 不變 |
| Epiq Partners, LLC | 2,000 | $116.9 萬 | 0.65% | 00.0% | 不變 |
| Blake Schutter Theil Wealth Advisors, LLC | 2,002 | $117.1 萬 | 0.84% | +2,002 | 新進 |
| Beck Mack & Oliver LLC | 2,005 | $117.2 萬 | 0.02% | −97−4.6% | 減碼 |
| Modus Advisors, LLC | 2,006 | $117.3 萬 | 0.39% | −358−15.1% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 2,306 | $117.4 萬 | 0.44% | 00.0% | 不變 |
| Abundance Wealth Counselors | 2,010 | $117.5 萬 | 0.24% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 2,010 | $117.5 萬 | 0.14% | −50−2.4% | 減碼 |
| Armstrong Advisory Group, Inc | 2,013 | $117.7 萬 | 0.10% | −7−0.3% | 減碼 |
| Copperwynd Financial, LLC | 2,020 | $118.1 萬 | 0.36% | +245+13.8% | 加碼 |
| Kozak & Associates, Inc. | 2,079 | $118.8 萬 | 0.28% | +12+0.6% | 加碼 |
| Peak Asset Management, LLC | 2,037 | $119.1 萬 | 0.22% | 00.0% | 不變 |
| First Pacific Financial | 2,042 | $119.4 萬 | 0.28% | +36+1.8% | 加碼 |
| North Ridge Wealth Advisors, Inc. | 2,044 | $119.5 萬 | 0.81% | 00.0% | 不變 |
| Kellett Schaffner Wealth Advisors LLC | 2,050 | $119.9 萬 | 0.86% | +190+10.2% | 加碼 |
| Waterfront Wealth Inc. | 2,119 | $119.9 萬 | 0.29% | +73+3.6% | 加碼 |
| Private Portfolio Partners LLC | 2,057 | $120.2 萬 | 0.23% | +2,057 | 新進 |
| Independent Solutions Wealth Management, LLC | 2,067 | $120.9 萬 | 0.27% | +41+2.0% | 加碼 |
| Aveo Capital Partners, LLC | 2,068 | $120.9 萬 | 0.13% | +108+5.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,073 | $121.2 萬 | 0.16% | −107−4.9% | 減碼 |
| Richardson Financial Services Inc. | 2,386 | $121.6 萬 | 0.77% | +7+0.3% | 加碼 |
| SMART Wealth LLC | 2,081 | $121.7 萬 | 0.48% | −166−7.4% | 減碼 |
| American Money Management, LLC | 2,082 | $121.7 萬 | 0.24% | −48−2.3% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 2,087 | $122.0 萬 | 0.90% | +96+4.8% | 加碼 |
| Forte Capital LLC | 2,100 | $122.8 萬 | 0.14% | −316−13.1% | 減碼 |
| McLean Asset Management Corp | 2,077 | $122.8 萬 | 0.37% | +25+1.2% | 加碼 |
| Smith, Moore & Co. | 2,101 | $122.9 萬 | 0.12% | −132−5.9% | 減碼 |
| Clean Yield Group | 2,102 | $122.9 萬 | 0.39% | +15+0.7% | 加碼 |
| Castle Wealth Management LLC | 2,104 | $123.0 萬 | 0.49% | +41+2.0% | 加碼 |
| Taylor Hoffman Capital Management LLC | 2,184 | $123.3 萬 | 0.47% | +2,184 | 新進 |
| Godshalk Welsh Capital Management, Inc. | 2,110 | $123.4 萬 | 0.78% | −225−9.6% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,114 | $123.6 萬 | 0.80% | −77−3.5% | 減碼 |
| Financial Management Professionals, Inc. | 2,116 | $123.7 萬 | 0.15% | +780+58.4% | 加碼 |
| Zuckerman Investment Group, LLC | 2,116 | $123.7 萬 | 0.13% | +64+3.1% | 加碼 |
| Kerrisdale Advisers, LLC | 2,117 | $123.8 萬 | 0.42% | 00.0% | 不變 |
| Wallace Capital Management Inc. | 2,119 | $123.9 萬 | 0.17% | +19+0.9% | 加碼 |
| Seeds Investor LLC | 2,128 | $124.4 萬 | 0.47% | +686+47.6% | 加碼 |
| Drucker Wealth 3.0, LLC | 2,129 | $124.5 萬 | 0.30% | +43+2.1% | 加碼 |
| 180 Wealth Advisors, LLC | 2,129 | $124.5 萬 | 0.20% | −40−1.8% | 減碼 |
| Sovereign Financial Group, Inc. | 2,137 | $124.9 萬 | 0.29% | −48−2.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 2,139 | $125.1 萬 | 0.25% | +258+13.7% | 加碼 |
| Carolinas Wealth Consulting LLC | 2,144 | $125.3 萬 | 0.23% | −75−3.4% | 減碼 |
| Iams Wealth Management, LLC | 2,147 | $125.5 萬 | 0.62% | +189+9.7% | 加碼 |
| Argent Advisors, Inc. | 2,150 | $125.7 萬 | 0.47% | −6−0.3% | 減碼 |
| Pennsylvania Capital Management Inc | 2,155 | $126.0 萬 | 0.45% | +23+1.1% | 加碼 |
| Main Street Financial Solutions, LLC | 2,155 | $126.0 萬 | 0.12% | −2,359−52.3% | 減碼 |
| Opinicus Capital, Inc. | 2,156 | $126.1 萬 | 1.01% | +191+9.7% | 加碼 |
| Convergence Investment Partners, LLC | 2,162 | $126.4 萬 | 0.34% | +110+5.4% | 加碼 |
| Lederer & Associates Investment Counsel | 2,165 | $126.6 萬 | 0.89% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,174 | $127.1 萬 | 0.11% | +107+5.2% | 加碼 |
| Kennebec Savings Bank | 2,186 | $127.8 萬 | 1.26% | +2,186 | 新進 |
| Berkeley Capital Partners, LLC | 2,189 | $128.0 萬 | 0.37% | +15+0.7% | 加碼 |
| Texas Yale Capital Corp. | 2,190 | $128.0 萬 | 0.06% | +100+4.8% | 加碼 |